THALASSA CAPITAL delivers a five dimensional advantage over traditional wealth management:
Objective Advice
- Objective advice is at the core of our process
- Our independent organizational structure ensure objectivity and transparency
- A transparent fee structure ensure alignment of the long-term client’s interest with ours
Sophisticated Investment Advice and Implementation
- Investment strategy development tailored to the client multi-dimensional profile
- Portfolio design
- Direct specialized money management and outside manager implementation
- This integrated blueprint is a living document that guides decision-making potentially over multi-generational investment horizons
Third Party Co-ordination
- Development of a collaborative model to handle efficiently all expert parties involved
- Integration of in-house and outside expertise in investing, tax management, risk management, estate planning, philanthropic planning, family governance and many other critical areas
Leadership in Governance and Education
- Considerable wealth comes with considerable complexity
- Good governance and education are not optional but fundamental to success
- Strategic governance and educational processes must be set in place ex ante
- Communication procedures must be set up to ensure transparency and guide expectations
Day-to-Day Operations
- For wealthy investors a breakdown in the daily operational management can have magnified ramifications
- Technology is set up to increase efficiency in this area